Oracle Growth Equation: AI + OCI + Industries = New Customer Ecosystems

In today's Cloud Wars Minute, I look at how Oracle’s new co-CEOs
plan to blend AI, OCI, and industry expertise into a powerful
growth equation.


Highlights


00:13 — Big things happening at Oracle. Safra
Catz has stepped over and up to the role of Executive Vice
Chairman, opening the door for two new CEOs at Oracle: Clay
Magouyrk, the leader of their Oracle Cloud Infrastructure
business, and Mike Sicilia, the leader of their industries
business. I thought it was fascinating.


01:00 — Mike Sicilia, co-CEO, said in this
discussion with financial analysts that AI enables new
opportunities across industries, not just within an industry.
With AI and better sets of data and being able to use OCI's
computational power of OCI, new operating models and
relationships can be created across industries like banking and
healthcare and many other combinations.


02:25 — And so he said the foundation on the
technology side — which Clay Magouyrk has been leading so much —
is to enable all the leading large language models to work with
enterprise-level data in a highly private and secure, fully
compliant way. That's why the Oracle Database 23AI was
specifically designed for that.


03:22 — Now I think this is one of those cases
where we see companies pushing a vision. In this AI revolution,
it's important for that vision not just to be a slightly better
version of what we've done in the past, but something completely
different. I think big vision, big imagination, and big
risk-taking are called for here.


04:34 — Then, closing out the call, we had
comments from Magouyrk and Sicilia, and in a longer article today
on Cloud Wars, I go into some detail on that. I allow Sicilia to
explain with a lot more color how these cross-industry ecosystems
will work, and Magouyrk also offers some perspective on that.


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